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Name Holding Trade Value Shares
Change
Change in
Stake
SL
401
SFM LLC
New Hampshire
$974K +$987K +6,687 New
VVP
402
Venture Visionary Partners
Ohio
$970K +$63.2K +428 +7%
FMI
403
Fiduciary Management Inc
Wisconsin
$967K +$980K +6,638 New
VSQM
404
V-Square Quantitative Management
Illinois
$967K +$980K +6,638 New
JPWM
405
Jamison Private Wealth Management
Georgia
$953K -$18K -122 -2%
FFS
406
Founders Financial Securities
Maryland
$950K +$28.9K +196 +3%
AO
407
Advisor OS
Illinois
$947K +$206K +1,392 +27%
HI
408
Horizon Investments
North Carolina
$941K -$670K -4,540 -41%
MCCA
409
Mill Creek Capital Advisors
Pennsylvania
$938K -$95.8K -649 -9%
KFGK
410
Keystone Financial Group (Kentucky)
Kentucky
$929K +$36.5K +247 +4%
New York State Common Retirement Fund
411
New York State Common Retirement Fund
New York
$924K -$2.87M -19,452 -75%
Janus Henderson Group
412
Janus Henderson Group
$914K
PWG
413
Portside Wealth Group
Utah
$913K +$579K +3,918 +167%
AWM
414
Axxcess Wealth Management
California
$902K +$421K +2,854 +86%
AWM
415
AE Wealth Management
Kansas
$899K +$205K +1,388 +29%
QCM
416
QRG Capital Management
Illinois
$899K +$46.1K +312 +5%
BWM
417
BCGM Wealth Management
Indiana
$897K +$108K +729 +13%
BL
418
Balentine LLC
Georgia
$891K +$537K +3,638 +147%
HWA
419
Heritage Wealth Advisors
Virginia
$891K +$63.6K +431 +8%
RPC
420
Rossmore Private Capital
Connecticut
$881K
HFM
421
Hartford Financial Management
Connecticut
$874K
AGP
422
Autumn Glory Partners
Texas
$869K +$881K +5,966 New
FA
423
FDx Advisors
Illinois
$867K -$242K -1,636 -22%
CNBT
424
Canandaigua National Bank & Trust
New York
$865K -$29.1K -197 -3%
UB
425
UMB Bank
Missouri
$855K -$32.5K -220 -4%